Prior to joining Bogart Wealth in 2022, Morgan spent over 15 years supporting clients on their financial planning journey at Fidelity Investments. She enjoys collaborating with clients and helping them to craft and achieve their goals. Some of her past experiences that helped form her into the holistic planner she is today include detailed pension analysis, coordinating non-qualified benefits for executives, and strategic Roth conversion planning to optimize tax brackets – just to name a few.
Morgan graduated from the University of Mississippi and continued her studies at Georgetown University to obtain her CFP® certification.
She and her husband Andrew enjoy raising their three children in Falls Church. Outside of work, you’ll find her leading her daughter’s Girl Scout troop, attending their swim meets, or enjoying family time in Duck, NC.
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